Wealth Planner, Umhlanga Job at Pro Talent

Remuneration

• Basic salary of R25,000 per month for the first 6 months, reducing to R20,000 per month thereafter.
• A leading wealth and investment management firm is seeking an experienced Wealth Planner to grow and manage a portfolio of high-net-worth and ultra-high-net-worth clients. This role focuses on acquiring new investment business, building long-term client relationships, providing tailored wealth planning advice, and expanding funds under management. The successful candidate will combine strong investment knowledge with a consultative, sales-driven approach while maintaining the highest standards of compliance and client service.

Key Responsibilities

• Source and acquire new private clients and investment assets.
• Build and maintain a strong pipeline through professional networks, referrals, and direct business development.
• Provide ongoing wealth planning and investment advisory services to existing clients.
• Conduct client needs analyses and recommend suitable investment solutions.
• Ensure all advice and documentation comply with regulatory requirements and Treating Customers Fairly (TCF) principles.
• Grow and manage a profitable client portfolio.

Requirements

• Relevant tertiary qualification in Finance, Commerce, Wealth Management, or a related field.
• RE5 qualification and current registration as a Representative on an FSP licence.
• Meets Fit and Proper requirements.
• 2 to 5 years’ experience in wealth management, investment advisory, financial planning, or estate planning.
• Experience working with high-net-worth clients.
• Strong understanding of investment markets, financial instruments, and local and international investment products.
• Excellent relationship-building, networking, sales, and communication skills.
• Valid driver’s licence.

Advantageous

• Postgraduate Diploma in Financial Planning.
• 5 to 10 years’ experience in private client wealth management.